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Portfolio (Quarterly) Guide ↗

Ilex Capital Partners (UK) LLP

· CIK 0001985486
13F Portfolio $4.9B AUM 147 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 113 New 17 Added 13 Reduced 43 Exited
Page 8 of 8  ·  147 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BLCO BAUSCH PLUS LOMB CORP Healthcare 24,409.0 $404K 0.01% NEW $16.56 +4.2%
142 MRSH MARSH & MCLENNAN COS INC Financial Services 1,462.0 $244K 0.01% NEW $166.67 +16.0%
143 RIG TRANSOCEAN LTD Energy 47,980.0 $235K 0.01% NEW $4.89 +17.6%
144 RANGE CAP ACQUISITION CORP I 349,950.0 $119K 0.00% $0.34
145 LEAPFROG ACQUISITION CORP 221,057.0 $76K 0.00% $0.34
146 GALATA ACQUISITION CORP II 200,814.0 $71K 0.00% $0.35
147 TRAILBLAZER ACQUISITION CORP 95,956.0 $42K 0.00% $0.44
Page 8 of 8  ·  147 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Defensive 32.6%
Consumer Cyclical 18.9%
Healthcare 17.7%
Industrials 8.2%
Communication Services 6.4%
Technology 4.6%
Basic Materials 3.7%
Utilities 3.3%
Financial Services 1.8%
Real Estate 1.6%